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Disclosery

MGB Wealth Management, LLC: SHLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MGB Wealth Management, LLC on SHLD, newest first. How the timeline and the estimate are built.

MGB Wealth Management, LLC held 22,693 SHLD shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 22,693 shares
    Change vs previous 13F +2,649 shares

    0.42% of the 13F portfolio, value $1,470,283.

    13F-HR 0001398344-26-003282 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 20,044 shares
    Change vs previous 13F +1,390 shares

    0.4% of the 13F portfolio, value $1,406,947.

    13F-HR 0001398344-25-020694 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 18,654 shares
    Change vs previous 13F +3,507 shares

    0.37% of the 13F portfolio, value $1,123,080.

    13F-HR 0001398344-25-015751 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 15,147 shares
    Change vs previous 13F +1,779 shares

    0.26% of the 13F portfolio, value $705,077.

    13F-HR 0001398344-25-009094 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 13,368 shares
    Change vs previous 13F +6,818 shares

    0.16% of the 13F portfolio, value $500,143.

    13F-HR 0001398344-25-001402 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 6,550 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $243,856.

    13F-HR 0001398344-24-020522 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).